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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3549)	3/20/1998 3:44:00 PM
From: Lucretius	Read Replies (2) of 78594

I just briefly reviewed one of his posts. While I saw some good info. there were some rather glaring inaccuracies (you'll have to trust me that I know the oil service sector fairly well, I've been in it for sometime and many friends in mgt at the co's): CDG is not a deepwater driller and never has been. They don't even have semi or drillship in the fleet. Their fleet is made up a shallow jackups. PDE has a nice presence in shallow water jackups also in addition to their land rigs. Don't have time to read thru the whole thing, but I'd take his advise w/ a grain of salt. -Lucretius -------Wait a minute, now I recognize this guy. He posts over on strictly drilling. If he's over there, he's probably fairly up on stuff. Pardon me, other than what I listed above, his info is probably fairly correct, but he is very bullish on the boat co's which I and others disagree w/. So, I'll leave it at that. Good Luck!

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